Retirement Plan Operations Specialist

Freddie Mac; Charlotte (NC); Remote; USD 47,000 - 56,000; Full time

Job summary

A leading financial services company offers an opportunity in 401(k) plan administration. The role involves supporting clients with document review and regulatory filings in a remote work environment. With a focus on professional development and an inclusive culture, this position is ideal for detail-oriented individuals eager to grow their careers.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401(k) match

Ongoing training and professional development

Supportive company culture

Qualifications

• Proficiency in Microsoft Excel required for reconciliation tasks.
• Excellent verbal and written communication skills essential for client interactions.
• Meticulous attention to detail for document reviews.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Prepare required 401(k) plan government filings.

Skills

Communication

Attention to Detail

Problem-Solving

Education

Associate's or bachelor's degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the past three years
- Work remotely from the comfort of your home
- Comprehensive benefits including health coverage, paid parental leave, and a generous 401k match
- Enjoy a supportive and inclusive company culture with opportunities to connect with senior leaders
- Access to ongoing training and professional development resources

What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information for annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required 401(k) plan government filings, including IRS Form 5500
- Educate clients regarding the administration of their 401(k) plans and documents

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving skills
- Proficiency in using Microsoft Excel, Word, and Outlook
- Ability to work independently in a remote environment

How to Stand Out (Preferred Qualifications):
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Skills in customer service, organization, and collaboration
- Adept at creating an inclusive workplace where everyone feels a sense of belonging

#FinancialServices #RemoteWork #CareerOpportunity #InclusiveCulture #401kAdministration

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